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Disclosery

SECT NORTHERN LTS FD TR IV

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CMN (fund)

96 managers (97 13F filers) reported a position in SECT shares at 2024-12-31, 54,372,303 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
96
13F filers
97
New
12
Added
42
Reduced
27
Sold out
9
Shares held by filers
54,372,303

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Orion Porfolio Solutions, LLC17,914,318$985M9.81%+103,46013F-HRTimeline
Orion Portfolio Solutions, LLC17,914,318$985M9.81%+103,46013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,333,711$374M0.84%+584,94013F-HR/ATimelineGroup
LPL Financial LLC1,405,594$77.3M0.03%+179,10913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,294,692$71.2M+115,876Timeline
Integrated Wealth Concepts LLC965,461$53.1M0.62%-19,40213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV729,708$40.1M2.35%13F-HR/ATimeline
TOWNSQUARE CAPITAL LLC553,401$30.4M0.34%-36,38513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC530,876$29.2M0.89%+33,51513F-HRTimelineGroup
Madrona Financial Services, LLC525,864$28.9M7.87%-35,25813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…414,061$22.8M1.86%+1,53713F-HRTimelineGroup
Atria Wealth Solutions, Inc.402,019$22.1M0.24%+50,51413F-HRTimeline
GeoWealth Management, LLC391,362$21.5M0.7%-50,77013F-HRTimeline
Copley Financial Group, Inc.348,364$19.1M14.66%+147,96913F-HRTimeline
WealthPLAN Partners, LLC305,128$16.8M2.38%+19,42413F-HRTimeline
Encompass More Asset Management286,977$15.8M5.21%+35,13213F-HRTimeline
Mutual Advisors, LLC221,914$12.3M0.36%-8,14713F-HRTimeline
Gibbs Wealth Management222,948$12.3M3.32%-4,90513F-HRTimeline
Atria Investments, Inc204,734$11.3M0.14%-32,84013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management201,820$11.1M0.34%-8,84813F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.180,945$9.94M1.08%13F-HRTimeline
Defined Financial Planning LLC149,419$8.21M8.77%13F-HRTimeline
Cetera Investment Advisers137,144$7.54M0.02%+1,60213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.129,043$7.09M0.04%+13,60313F-HRTimeline
CWM, LLCin group CWM, LLC105,738$5.81M0.02%-10,75613F-HRTimelineGroup
McAlister, Sweet & Associates, Inc.105,639$5.81M4.13%+1,14713F-HRTimeline
NewEdge Advisors, LLC97,799$5.38M0.03%-3,17213F-HRTimeline
Sigma Planning Corp84,896$4.67M0.15%+10,06613F-HRTimeline
WORLD EQUITY GROUP, INC.81,474$4.48M0.96%+55,07513F-HRTimeline
Echo45 Advisors LLC69,491$3.87M2.54%new13F-HRTimeline
Cambridge Investment Research Advisors,…70,410$3.87M0.01%+1,36613F-HRTimeline
Cooper Financial Group58,005$3.19M0.38%+3,51113F-HRTimeline
Geneos Wealth Management Inc.53,015$2.91M0.1%+5,67713F-HRTimeline
Fiduciary Alliance LLC51,596$2.84M0.29%-80713F-HRTimeline
CFC Planning Co LLC44,828$2.46M2.64%13F-HRTimeline
Synergy Investment Management, LLC43,600$2.4M1.03%13F-HRTimeline
Discipline Wealth Solutions, LLC42,029$2.31M1.07%+12,94313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC41,802$2.3M1.03%-4,45813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,825$2.19M<0.01%+31413F-HRTimelineGroup
Lunt Capital Management, Inc.39,381$2.16M0.84%+3,60313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,627$2.01M<0.01%+24,29613F-HRTimelineGroup
Bravias Capital Group, LLC32,695$1.85M1.5%13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC32,974$1.81M0.38%+5,12213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,468$1.68M<0.01%+24,21913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,168$1.49M<0.01%+6,33613F-HRTimelineGroup
Independent Wealth Network Inc.22,338$1.23M0.5%+1,70113F-HRTimeline
PFG Investments, LLC21,918$1.2M0.07%+1,32913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,019$1.1M0.01%+1,62613F-HRTimelineGroup
Koshinski Asset Management, Inc.17,172$944K0.08%-12813F-HRTimeline
Foundations Investment Advisors, LLC16,831$925K0.02%+7,51413F-HRTimeline
Advantage Trust Co16,765$921K0.54%new13F-HRTimeline
AE Wealth Management LLC16,482$906K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,349$903K0.08%+3,25613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,320$897K<0.01%+3,23413F-HRTimelineGroup
GK Wealth Management LLC15,222$837K1.06%13F-HRTimeline
Advisory Services Network, LLC14,428$793K0.01%-22713F-HRTimeline
Sanctuary Advisors, LLC12,822$727K<0.01%013F-HRTimeline
TCP Asset Management, LLC12,266$674K0.15%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.12,076$664K0.04%+1,69013F-HRTimelineGroup
Financial Advocates Investment Manageme…11,641$640K0.04%-2,44013F-HRTimeline
RFG Advisory, LLC10,753$591K0.02%-5,34913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,682$587K0.02%-22013F-HRTimeline
Coppell Advisory Solutions LLC10,523$581K0.08%+45213F-HRTimeline
GWN SECURITIES INC.9,841$554K0.15%13F-HRTimeline
Private Advisor Group, LLC9,480$521K<0.01%+3213F-HRTimeline
Compound Planning, Inc.9,384$516K0.03%-16813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,308$512K<0.01%+11613F-HRTimelineGroup
Farther Finance Advisors, LLC8,729$480K0.02%-1,44313F-HRTimeline
NWAM LLC7,757$426K0.03%new13F-HRTimeline
Simplicity Wealth,LLC7,602$418K0.09%-11713F-HRTimeline
Sovran Advisors, LLC7,132$390K0.06%13F-HRTimeline
OLD MISSION CAPITAL LLC6,743$371K0.01%new13F-HRTimeline
Allworth Financial LP6,441$370K<0.01%+6,05013F-HRTimeline
Creative Planningin group Creative Planning6,453$355K<0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,091$332K0.02%+36013F-HRTimelineGroup
Ethos Financial Group, LLC6,016$331K0.04%+2013F-HRTimeline
Freedom Investment Management, Inc.5,095$280K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,855$267K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC4,614$254K<0.01%+1613F-HRTimeline
Arkadios Wealth Advisors4,488$247K0.01%-13,29813F-HRTimeline
Anchor Investment Management, LLC4,182$230K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,228$177K0.01%-413F-HRTimelineGroup
IFP Advisors, Inc3,019$166K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,827$155K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,744$151K<0.01%+60313F-HR/ATimelineGroup
Nemes Rush Group LLC2,633$145K0.02%-23713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,623$89K<0.01%-10613F-HRTimelineGroup
FSC Wealth Advisors, LLC1,164$64K0.04%new13F-HRTimeline
Global Retirement Partners, LLC932$51.2K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.834$45.8K0.01%013F-HRTimeline
Continuum Advisory, LLC505$27.7K<0.01%-713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC430$23.6K<0.01%+28713F-HRTimelineGroup
Crewe Advisors LLC167$9.18K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP97$5.33K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$55<0.01%-5,07113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.